What’s New at Kastler Financial Planning

Engineering Your Retirement Plan

Schedule of Seminars and Workshops

Coming Soon - Faith-Based Small Group Study

Our Key Client Segments

Business Owners and Executives

Business owners and corporate executives have a unique and complex retirement planning situation. But there are also numerous options available to maximize your retirement income. Tax planning is critical to minimize taxes during your retirement horizon. Estate planning is paramount for end-of-life wealth transfer considerations. We can help you analyze all of that plus Social Security claiming options, Medicare options, investment strategy, and provide you with a written retirement plan.
Business Owner Insights

Engineer pre and post-Retirees

Your whole career has been focused on wealth accumulation. Now you are considering retirement. The retirement plan now needs to focus on maximizing your income to meet monthly expenses, a mechanism to cover emergencies, and still have a long-term growth portfolio for expenses such as Long-Term Care. Welcome to real retirement planning! We can help you analyze all of that plus Social Security claiming options, Medicare options, investment strategy, and provide you with a written retirement plan.
Visit our services page on Retirement Planning

Families / Early-Mid Career

Young individuals and families just starting out and into mid-career have a host of decisions to make. Paying off student loans, saving for their first home, career decisions, and many more. Lurking on the back burner is retirement planning and how to build wealth to get there. Slow and systematic investing can help you achieve that long-term goal while you deal with all the other critical decisions of today. A written broad-based financial plan with an action plan will chart a course to get you to your goals.
Insights for Families

We Are a Fiduciary Advisory Business

Our core purpose is to improve the financial life for each and every client we serve. We believe that people of all income levels should have access to affordable and professional financial planning and investment management services, without the pressure or bias of product sales and commissions.

Always acting as a fiduciary, the only fee we receive is the fee paid by the client. We put your best interest before our own. No product sales, no commissions, and no account minimums. Our services can be performed either as a one-time project, on-going (subscription) financial planning, and hourly consulting services. We utilize low-cost investment strategies.

Our Unique Client Experience

There are 3 components to our client experience. Firstly, the software tool shown in the video provides powerful capabilities that allow us to develop your financial plan. View the video for an eye-opening perspective on what this software may do for you.

Additionally, we provide you with a very secure process to share and store your financial data - whether you are sitting in our office or across the country via computer screen sharing. Read more about our document gathering and collaborative planning process at Financial Planning Process.

Finally, from the convenience of your home, you will have an online financial dashboard, available on your computer, to check your account balances and, optionally, perform cash flow planning. There’s even a smartphone app, should you be interested in mobile access. Visit our Client Portal for more information.